Start with a PI Planning Template
Open SmartDraw’s PI Planning Board template found in the Product Management category.
You’ll see a starter matrix with some columns for iterations and rows for your teams and milestones.
Add or Delete Rows and Columns
Make the board custom to your team. Double click any text to customize it.
Right-click on any column and select Delete Column to delete it.
Right-click on any row and select Delete Row to delete it.
To insert a column or row, use the right-click menu again and use to insert a column or row in the direction of your choosing.
Add a Task
Drag and drop sticky notes from the SmartPanel to the left of your workspace into any cell. You'll know your note is ready to be attached when you see your cursor change to an anchor symbol.
You can also add notes using the yellow action buttons around existing notes on your board. Click on the arrow in the direction you want to add a new note. The board will automatically expand any cells to make room for notes added this way.
Once your note is added, double-click to add text.
Use the line tool to connect sticky notes that are dependent on each other.
Click the Line Tool at the top of the SmartPanel to the left of your workspace and select any line type you want. Most PI boards use a curved line, so that's selected by default in this template.
Touch your cursor to the side of the first sticky note to connect. You should see some black dots outlining where your line can connect. Then drag your cursor to the edge of the second sticky note. Once you see black dots around the note, your cursor will change to an anchor, indicating that your line will attach.